See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,485 | $172,478-80.6% | $145,661-77.0% | $142,382-76.5% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 22.16% | 151.09%-128.9pp | 101.46%-79.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,669 | $4,899-65.9% | $4,238-60.6% | $4,299-61.2% |
| Participant deferral / active EE | $6,047 | $8,348-27.6% | $7,198-16.0% | $6,507-7.1% |
| Admin fee / account holder | $36 | $16,864-99.8% | $12,466-99.7% | $12,624-99.7% |